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Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
601
Orion Portfolio Solutions
Nebraska
$746K -$41.9K -248 -6%
HIIFS
602
Harel Insurance Investments & Financial Services
Israel
$742K -$25K -148 -4%
OHWP
603
Oak Harbor Wealth Partners
North Carolina
$742K -$87.4K -517 -12%
AWS
604
Arkfeld Wealth Strategies
Nebraska
$739K +$22.5K +133 +4%
AC
605
Avestar Capital
New York
$737K +$58.5K +346 +10%
EP
606
Edgestream Partners
New Jersey
$730K +$620K +3,668 New
RIA
607
RPG Investment Advisory
California
$728K +$47.3K +280 +8%
LWA
608
Lantern Wealth Advisors
New York
$725K +$616K +3,643 New
IA
609
IAM Advisory
Pennsylvania
$724K +$12.2K +72 +2%
DCM
610
Dimension Capital Management
Florida
$718K +$5.41K +32 +0.9%
OLVIG
611
Oliver Lagore Vanvalin Investment Group
Michigan
$714K -$111K -654 -15%
PL
612
Perpetual Ltd
Australia
$710K +$603K +3,568 New
MIS
613
Morningstar Investment Services
Illinois
$710K +$597K +3,528 New
ACM
614
AlphaStar Capital Management
North Carolina
$709K +$603K +3,565 New
MAS
615
Meeder Advisory Services
Ohio
$700K -$17.4K -103 -3%
IP
616
Intellectus Partners
California
$693K -$3.04K -18 -0.5%
TFA
617
Teamwork Financial Advisors
Texas
$692K +$588K +3,476 New
AAS
618
Ameritas Advisory Services
Nebraska
$690K +$254K +1,504 +97%
WS
619
Wedbush Securities
California
$689K +$151K +893 +35%
BCM
620
BluePointe Capital Management
California
$689K +$585K +3,461 New
IBOK
621
Independence Bank of Kentucky
Kentucky
$688K +$96.4K +570 +20%
PCM
622
Penserra Capital Management
California
$687K +$340K +2,011 +138%
ECG
623
EPIQ Capital Group
California
$686K +$36.2K +214 +7%
TRCT
624
Tower Research Capital (TRC)
New York
$684K +$215K +1,270 +59%
AIA
625
Angeles Investment Advisors
California
$683K +$195K +1,155 +51%
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